Visitors
Due to a recent scheduling conflict, the midmonth Board of Education work session scheduled for Monday, March 15 has been rescheduled for Thursday, March 18 at 6 p.m., first floor Board Room, in the Andrew Johnson Building.
Benefits: Tax Shelter

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Rebecca W. Owens, Employee Benefits Supervisor

16th Floor, Andrew Johnson Building, 912 S. Gay Street
P.O. Box 2188, Knoxville, TN  37901-2188
Phone (865) 594-1686
Fax (865) 594-3737
Hours:  8:00 a.m. until 4:30 p.m.

Tax Shelter Plans for Employees

Employees may participate in Tax Shelter Plans. The Employee Benefits Office adds and removes deductions for employees. The Employee Benefits Office cannot give advice on any particular plan. Employees are encouraged to contact the different agents when they have specific questions.

Plan
2010 Limits
Age 50 & over catch up provision
403B
$16,500.00
$5,500.00
457
$16,500.00
$5,500.00

Employees can put the maximum in a 403B and in a 457 plan. They are treated differently.

Department Files
 2009 Vendor questionaire.pdf
Questionaire Vendors need to complete to go into Knox County School buildings
 403 B list July 09.pdf
List of Contact Information for the Providers of available 403Bs
 Participant User Guide.pdf
Participant User Guide for Plan with Ease
 Plan with ease instructions 1 8 09.pdf
Instruction brochure for employees wishing to get a hardship withdrawal, loan, etc. from their 403B plan.

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